Senior Associate, Commercial Loan Servicing

SS&C Technologies

Fort Worth, Arlington, Dallas (TX, TX, TX)

Hybrid

USD 65,000 - 85,000

Full time

14 days+

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Benefits offered by this job

401k Matching Program

Professional Development Reimbursement

Medical, Dental, Vision

Paid Parental Leave

Discounts on fitness clubs and travel

Job summary

A financial services firm in Fort Worth is seeking a Commercial Mortgage Loan Servicing Analyst to handle daily loan servicing and accounting tasks. The ideal candidate should have a bachelor's degree in accounting or finance and 3-6 years of relevant experience. Responsibilities include processing loan transactions, monitoring accounts, and supporting regulatory reporting. This role offers a hybrid work model and various employee benefits, ensuring a supportive work environment.

Qualifications

3–6 years of experience in commercial loan servicing, loan accounting, insurance, or commercial real estate lending environments.
Strong analytical, organizational, and problem-solving skills with high attention to detail.
Client-service mindset with the ability to communicate clearly.

Responsibilities

Perform daily and monthly commercial loan servicing and accounting activities.
Process and review loan cash transactions according to requirements.
Monitor loan-related cash accounts and reconcile borrower payments.

Skills

Bachelor’s degree in Accounting

3–6 years of experience in commercial loan servicing

Working knowledge of U.S. GAAP and/or IFRS

Client-service mindset

Strong analytical and problem-solving skills

Proficiency with Microsoft Office

Advanced Excel skills

Basic proficiency in Microsoft SQL

Education

Bachelor’s degree in Accounting, Finance, or related field

Job description

Commercial Mortgage Loan Servicing Analyst

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Senior Associate, Commercial Mortgage Loan Servicing Analyst

Why You Will Love It Here!

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

Perform daily and monthly commercial loan servicing and accounting activities, including loan balance and general ledger reconciliations, amortization schedules, accruals, and servicing-related reporting
Process and review loan cash transactions such as borrower payments, payoffs, escrow disbursements, investor sales, and other servicing events in accordance with client and regulatory requirements
Monitor loan-related cash accounts and reconcile borrower payments, resolving exceptions and servicing discrepancies in a timely manner
Set up newly originated or purchased loans in SS&C loan servicing systems, ensuring accurate data capture and seamless onboarding for borrowers and clients
Serve as a point of contact for internal teams and clients, responding to inquiries related to loan activity, balances, payment application, and servicing status
Assist in the preparation, reconciliation, and review of quarterly and annual NAIC Schedule B regulatory reporting packages
Track, collect, and maintain loan collateral and compliance documentation, including rent rolls, operating statements, covenants, and client deliverables
Generate and distribute loan notices and borrower communications, including billing statements, maturity notices, late payment notices, payoff statements, and other servicing correspondence
Support new client implementations and transitions, including data validation, system testing, and coordination with client stakeholders to ensure service expectations are met

What You Will Bring:

Bachelor’s degree in Accounting, Finance, or a related field
3–6 years of experience in commercial loan servicing, loan accounting, insurance, or commercial real estate lending environments
Working knowledge of U.S. GAAP and/or IFRS, with experience supporting NAIC reporting
Experience with investment or loan general ledger accounting strongly preferred
Client-service mindset with the ability to communicate clearly and professionally with internal partners and external clients
Ability to work independently while managing multiple servicing deliverables and client deadlines
Strong analytical, organizational, and problem-solving skills with high attention to detail
Proficiency with Microsoft Office, including advanced Excel skills
Basic proficiency in Microsoft SQL is a plus

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers

Seniority level